AlphaCore Capital’s Annaly Capital Management NLY Stock Holding History

AlphaCore Capital’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$302K	Sell	14,262 -481	-3%	-$11K	0.01%	690
2025 Q4	$330K	Buy	+14,743	New	+$321K	0.01%	765
2025 Q2	–	Sell	-14,463	Closed	-$294K	–	1079
2025 Q1	$294K	Sell	14,463 -4,529	-24%	-$93.2K	0.03%	368
2024 Q4	$360K	Buy	18,992 +4,315	+29%	+$84.3K	0.08%	153
2024 Q3	$304K	Sell	14,677 -9,900	-40%	-$198K	0.07%	161
2024 Q2	$484K	Buy	24,577 +12,600	+105%	+$245K	0.12%	106
2024 Q1	$244K	Sell	11,977 -100	-0.8%	-$1.93K	0.06%	134
2023 Q4	$242K	Buy	+12,077	New	+$215K	0.04%	206
2020 Q2	–	Sell	-591	Closed	-$12K	–	223
2020 Q1	$12K	Buy	+591	New	+$20.8K	0.01%	196

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AlphaCore Capital's NLY Position: Q1 2026 in Review

AlphaCore Capital reduced its Annaly Capital Management (NLY) stake by 3.3% in Q1 2026, selling an estimated $11K and leaving 14,262 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #690.

AlphaCore Capital first reported a position in NLY in Q1 2020 and has held it in 9 quarters since. The position peaked at $484K in Q2 2024. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

AlphaCore Capital held 14,262 shares of Annaly Capital Management worth $302K as of Q1 2026.
AlphaCore Capital sold 481 Annaly Capital Management shares in Q1 2026, an estimated $11K.
Annaly Capital Management made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #690 holding.
AlphaCore Capital first reported a position in Annaly Capital Management in Q1 2020 and has held it in 9 quarters since.
AlphaCore Capital's Annaly Capital Management position peaked at $484K in Q2 2024.
768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.